Kimberly Van Winkle Portfolio
Invests via Twelve Points Wealth Management LLC | Managed by Kimberly Van Winkle, Stephen J. Bruno
Invests via Twelve Points Wealth Management LLC
Managed by Kimberly Van Winkle, Stephen J. Bruno
Automatically Tracked
Kimberly Van Winkle Profile
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
With a diverse background in strategic business development and operational leadership, Kimberly Van Winkle has carved out a notable position in the corporate landscape. Her experience encompasses several high-growth sectors where she excels at identifying market opportunities and implementing innovative solutions. Having led various teams, she possesses keen insights into organizational efficiency and stakeholder engagement. As an active participant in enhancing company performance through data-driven decision-making, her contributions are significant for firms looking to navigate complex environments. Kim's reputation for fostering collaborative cultures strengthens her impact across all ventures.
Investment Philosophy & Strategy
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
A keen eye for emerging trends shapes investment choices in Kimberly Van Winkle's strategic approach. Her robust expertise in operational leadership complements an entrepreneurial spirit, driving a focus on scalable solutions across sectors. With an emphasis on transformative initiatives, she navigates opportunities through collaboration and innovation. Balancing risk with ambition, her methodology adapts to dynamic market conditions while maintaining alignment with long-term growth objectives. This forward-thinking perspective positions her as a significant force in reshaping organizational landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
97.94%
Gain -0.12%
Monthly
0.86%
Yearly
10.8%
Drawdown
21.78%
$499M
Equity
Holdings
$499M
Investment
$421.67M
$93.51M
Profit -$282,089.83
Realized
$16.17M
Unrealized
$77.33M
Dividends
$37.83M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$282,089.83
Win %
74%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$312,696.63
Win %
74%
This Month
Compared to last month
Gain
-0.08%
Profit
-$405,637.42
Win %
74%
This Year
Compared to last year
Gain
0.14%
Profit
$703,146.76
Win %
75%
CLF Cleveland-Cliffs Inc.
+7.39%
+$171,763.24 
FSLY Fastly Inc. Class A Common Stock
+6.95%
+$17,414.28 
NET Cloudflare, Inc. Class A Common Stock
+6.36%
+$19,551.85 
PANW Palo Alto Networks, Inc.
+6.08%
+$18,809.03 
RBRK Rubrik Inc. Class A Common Stock
+6%
+$21,068.46 
CRWD CrowdStrike Holdings, Inc.
+5.64%
+$25,302.12 
DDOG Datadog Inc. Class A
+5.05%
+$11,687.91 
ZS Zscaler Inc.
+4.73%
+$16,852.51 
S Safe & Green Holdings Corp.
+4.38%
+$11,947.07 
EOG EOG Resources, Inc.
+4.33%
+$151,743.61 
QLYS Qualys, Inc.
+4.24%
+$16,168.05 
MU Micron Technology Inc.
+3.57%
+$13,588.62 
JBL Jabil Inc.
+3.12%
+$108,381.63 
OKE ONEOK, Inc.
+3.1%
+$95,919.42 
VDE Vanguard Energy ETF
+3.1%
+$10,164.62 
MSM MSC Industrial Direct Co., Inc. Class A
+3.07%
+$25,694.83 
XOM ExxonMobil Holdings Corporation
+2.74%
+$121,729.32 
HUN Huntsman Corporation
+2.64%
+$25,186.38 
MRVL Marvell Technology Inc.
+2.55%
+$5,832.25 
KRO Kronos Worldwide, Inc.
+2.16%
+$2,993.43 
TXN Texas Instruments Inc.
+2.09%
+$48,823.29 
RPD Rapid7, Inc.
+1.87%
+$5,760.98 
LYB LyondellBasell Industries N.V.
+1.75%
+$9,306.56 
ANET Arista Networks Inc.
+1.75%
+$4,341.47 
CSCO Cisco Systems, Inc.
+1.68%
+$50,387.04 
EBC Eastern Bankshares, Inc.
+1.67%
+$5,525.21 
CVLT Commvault Systems, Inc.
+1.55%
+$4,522.63 
FCX Freeport-McMoRan Inc.
+1.5%
+$32,594.91 
LRCX Lam Research Corp.
+1.41%
+$3,839.41 
QCOM QUALCOMM Incorporated
+1.19%
+$18,225.79 
AIA iShares Asia 50 ETF
+1.16%
+$18,519.06 
THNQ ROBO Global Artificial Intelligence ETF
+0.96%
+$4,123.56 
BSOL Bitwise Solana Staking Exchange Traded Product
+0.94%
+$4,271.53 
VSH Vishay Intertechnology, Inc.
+0.93%
+$15,715.19 
SWKS Skyworks Solutions, Inc.
+0.92%
+$20,685.39 
GLW Corning Incorporated
+0.92%
+$4,504.14 
BDC Belden Inc.
+0.91%
+$20,497.05 
AEIS Advanced Energy Industries Inc.
+0.91%
+$1,801.24 
DINO HF Sinclair Corporation
+0.89%
+$17,849.84 
ETHW Bitwise Ethereum ETF
+0.88%
+$6,526.05 
HGER Harbor Commodity All-Weather Strategy ETF
+0.85%
+$42,252.57 
MSFT Microsoft Corporation Common Stock
+0.79%
+$21,708.19 
EMR Emerson Electric Co.
+0.76%
+$12,255 
SERA Sera Prognostics, Inc. Class A Common Stock
+0.73%
+$650.82 
AVGO Broadcom Inc.
+0.72%
+$2,171.56 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.71%
+$19,289.18 
AIQ Global X Artificial Intelligence & Technology ETF
+0.66%
+$2,492.39 
RLY State Street Multi-Asset Real Return ETF
+0.63%
+$10,073.75 
ABT Abbott Laboratories
+0.58%
+$2,840.4 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.55%
+$17,818.46 
FTLS First Trust Long/Short Equity ETF
+0.47%
+$4,703.4 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$1,524.78 
TROW T. Rowe Price Group Inc.
+0.37%
+$1,892.02 
FMNB Farmers National Banc Corp.
+0.35%
+$2,271.89 
ASA ASA Gold and Precious Metals Limited
+0.33%
+$52,692.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$1,817.9 
MAC The Macerich Company
+0.25%
+$881.64 
AI C3.ai, Inc. Class A Common Stock
+0.25%
+$376.38 
CE Celanese Corp. Common Stock
+0.23%
+$811.03 
IBM International Business Machines Corporation
+0.17%
+$2,078.19 
BITB Bitwise Bitcoin ETF
+0.17%
+$1,705.72 
AYI Acuity Inc.
+0.16%
+$1,483.01 
NVDA NVIDIA Corporation
+0.13%
+$565.38 
MCHP Microchip Technology Inc.
+0.12%
+$1,111.59 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.11%
+$851.16 
NXPI NXP Semiconductors N.V.
+0.11%
+$207.07 
VNQ Vanguard Real Estate ETF
+0.1%
+$256.95 
FINS Angel Oak Financial Strategies Income Term Trust
+0.09%
+$772.63 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$715.46 
LIEN Chicago Atlantic BDC, Inc.
+0.06%
+$131.16 
ATKR Atkore Inc.
+0.04%
+$958.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$7,470.16 
PATH UiPath, Inc. Class A Common Stock
+0.04%
+$68.58 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$11,517.39 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$4,569.35 
CMI Cummins Inc.
+0.02%
+$246.84 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$1,360.92 
RFV Invesco S&P MidCap 400 Pure Value ETF
+0.01%
+$60.73 
IUSG iShares Core S&P U.S. Growth ETF
0%
+$29.61 
ACHR Archer Aviation Inc. Class A Common Stock
0%
$0 
PSKY Skydance Corporation Class B Common Stock
0%
$0 
DBL DoubleLine Opportunistic Credit Fund
0%
$0 PCMM
PCMM
0%
$0 NCZ
NCZ
0%
$0 
T AT&T Inc.
-5.56%
-$20,995.21 
MBLY Mobileye Global Inc. Class A Common Stock
-5.47%
-$6,138.9 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.08%
-$132,045.69 
AXP American Express Company
-3.53%
-$52,773.61 
CR Crane Company
-3.07%
-$55,362.29 
TGT Target Corp.
-2.97%
-$44,861.5 
LOW Lowe's Companies, Inc.
-2.79%
-$7,845.54 
PEP PepsiCo, Inc.
-2.72%
-$43,426.63 
HD The Home Depot, Inc.
-2.64%
-$5,094.86 
BAH Booz Allen Hamilton Holding Corporation Class A Common Stock
-2.6%
-$12,303.24 
QBTS D-Wave Quantum Inc.
-2.28%
-$2,466.62 
MGA Magna International Inc.
-2.12%
-$17,888.09 
LLY Eli Lilly and Company
-1.99%
-$24,073.07 
CHH Choice Hotels International, Inc.
-1.97%
-$11,435.6 
MCD McDonald's Corporation
-1.91%
-$16,110.22 
SOUN SoundHound AI, Inc. Class A Common Stock
-1.89%
-$1,367.99 
JNJ Johnson & Johnson
-1.88%
-$57,900.56 
PCAR PACCAR Inc.
-1.84%
-$26,694.3 
RTX RTX Corporation
-1.79%
-$20,974.02 
APAM Artisan Partners Asset Management Inc. Class A Common Stock
-1.7%
-$63,825.84 
MRK Merck & Co., Inc.
-1.67%
-$33,606.2 
JBSS John B. Sanfilippo & Son, Inc.
-1.6%
-$2,892.99 
KR The Kroger Co.
-1.6%
-$13,788.18 
JOBY Joby Aviation, Inc.
-1.6%
-$1,442.1 
TRN Trinity Industries Inc.
-1.57%
-$16,228.75 
DHR Danaher Corp.
-1.54%
-$10,050.05 
BWA BorgWarner Inc.
-1.53%
-$36,246.55 
CHRW C.H. Robinson Worldwide Inc.
-1.5%
-$18,003.82 
UL Unilever PLC Sponsored ADR
-1.39%
-$6,343.53 
JPM JPMorgan Chase & Co.
-1.34%
-$68,125.65 
PPL PPL Corporation
-1.33%
-$6,621.83 
GEF Greif Inc. Class A Common Stock
-1.26%
-$25,525.17 
EVN Eaton Vance Municipal Income Trust
-1.23%
-$1,908.72 
AVK Advent Convertible and Income Fund
-1.22%
-$4,695.98 
V Visa Inc. Class A
-1.21%
-$26,818.53 
C Citigroup Inc.
-1.18%
-$8,762.4 
AON Aon plc Class A
-1.15%
-$8,779.18 
PFE Pfizer Inc.
-1.1%
-$3,305.78 
GDX VanEck Gold Miners ETF
-1.09%
-$3,194.21 
DXC DXC Technology Company
-1.09%
-$24,355.8 
AMGN Amgen Inc. Common Stock
-1.07%
-$15,527.97 
MELI MercadoLibre Inc.
-1.03%
-$3,720.41 
TRV The Travelers Companies, Inc.
-1%
-$2,681.1 
AVY Avery Dennison Corporation
-1%
-$8,664.56 
SNA Snap-on Incorporated
-0.98%
-$7,539.46 
FE FirstEnergy Corp.
-0.98%
-$5,111.93 
WMT Walmart Inc.
-0.93%
-$2,979.81 
SLV iShares Silver Trust
-0.92%
-$64,818.85 
MMM 3M Company
-0.91%
-$5,887.77 
HOG Harley-Davidson, Inc.
-0.86%
-$16,906 
ED Consolidated Edison Inc.
-0.79%
-$3,103.16 
SBUX Starbucks Corp.
-0.73%
-$7,198.94 
BEN Franklin Templeton Inc.
-0.67%
-$28,794.15 
ADP Automatic Data Processing Inc.
-0.66%
-$5,574.38 
SMR NuScale Power Corporation Class A Common Stock
-0.65%
-$561.92 
EMQQ EMQQ The Emerging Markets Internet ETF
-0.62%
-$7,719.51 
DGRO iShares Core Dividend Growth ETF
-0.62%
-$100,106.32 
BAC Bank of America Corporation
-0.59%
-$1,297.81 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.58%
-$17,876.03 
TSLA Tesla, Inc.
-0.57%
-$1,122.75 
GLD SPDR Gold Shares
-0.57%
-$21,826.8 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.57%
-$3,074.73 
IAU iShares Gold Trust
-0.57%
-$19,751.62 
TXUE Thornburg International Equity ETF
-0.52%
-$7,939.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.49%
-$5,450.76 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.46%
-$17,744.51 
BRK-A Berkshire Hathaway Inc.
-0.44%
-$18,169.45 
SONY Sony Group Corp. Sponsored ADR
-0.44%
-$2,422.24 
IEFA iShares Core MSCI EAFE ETF
-0.44%
-$1,656.9 
EFA iShares MSCI EAFE ETF
-0.43%
-$1,038.18 
DFTX Definium Therapeutics Inc.
-0.43%
-$2,207.97 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.42%
-$5,852.49 
LEVI Levi Strauss & Co. Class A Common Stock
-0.42%
-$3,221.91 
IDEV iShares Core MSCI International Developed Markets ETF
-0.41%
-$3,703.7 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$5,136.32 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.4%
-$39,110.83 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
-0.4%
-$1,298.04 
CARR Carrier Global Corp.
-0.39%
-$1,184.04 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.39%
-$25,021.06 
CC The Chemours Company
-0.38%
-$3,276 
UNH UnitedHealth Group Inc.
-0.38%
-$3,471.92 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.38%
-$1,624.6 
USMV iShares MSCI USA Min Vol Factor ETF
-0.38%
-$2,889.12 
GEV GE Vernova Inc.
-0.38%
-$649.99 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$1,240.13 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$4,594.04 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,346.72 
META Meta Platforms Inc Class A
-0.33%
-$1,168.93 
AAPL Apple Inc.
-0.27%
-$17,422.05 
DIS The Walt Disney Company
-0.27%
-$981.79 
SCHF Schwab International Equity ETF
-0.24%
-$938.92 
VEA Vanguard FTSE Developed Markets ETF
-0.23%
-$2,636.8 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.22%
-$1,011.36 
GILD Gilead Sciences Inc.
-0.21%
-$1,232.72 
MAGS Roundhill Magnificent Seven Fund
-0.19%
-$9,161.1 
REET iShares Global REIT ETF
-0.19%
-$1,596.8 
CAIE Calamos Autocallable Income ETF
-0.19%
-$6,256 
LRGF iShares U.S. Equity Factor ETF
-0.19%
-$1,517.71 
IOO iShares Global 100 ETF
-0.18%
-$61,838.4 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$5,847.44 
EWBC East West Bancorp Inc.
-0.17%
-$1,037.02 
AMZN Amazon.com Inc
-0.16%
-$1,361.2 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$341.95 
RPG Invesco S&P 500 Pure Growth ETF
-0.16%
-$3,425.59 
IVV iShares Core S&P 500 ETF
-0.16%
-$5,127.19 
IXUS iShares Core MSCI Total International Stock ETF
-0.16%
-$2,263.74 
FPE First Trust Preferred Securities and Income ETF
-0.15%
-$19,454.16 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.15%
-$2,583.04 
ABBV AbbVie Inc.
-0.15%
-$2,060.52 
BND Vanguard Total Bond Market ETF
-0.15%
-$399.11 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.14%
-$366.83 
VTI Vanguard Total Stock Market ETF
-0.14%
-$2,057.42 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.14%
-$3,400.4 
GOOGL Alphabet Inc
-0.14%
-$3,214.64 
IJR iShares Core S&P Small-Cap ETF
-0.13%
-$999.89 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.12%
-$13,886.07 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.12%
-$18,038.4 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$937.64 
FMF First Trust Managed Futures Strategy Fund
-0.12%
-$1,979.16 
SRLN State Street Blackstone Senior Loan ETF
-0.11%
-$20,777.62 
GWW W.W. Grainger Inc.
-0.11%
-$1,151.97 
PSK State Street SPDR ICE Preferred Securities ETF
-0.11%
-$4,927.05 
SCHB Schwab U.S. Broad Market ETF
-0.1%
-$1,160.25 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.07%
-$274.12 
FLTR VanEck IG Floating Rate ETF
-0.06%
-$15,465.83 
MBIN Merchants Bancorp
-0.05%
-$511.65 
GOOG Alphabet Inc
-0.05%
-$740.15 
LQDH iShares Interest Rate Hedged Corporate Bond ETF
-0.03%
-$3,703.32 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$55.99 Events
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Dividends
Dividend Analysis
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| Trades 3035 | Longs Won 1823/3035 60% | Profit Factor 3.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,126.54 |
| Average Win $69,846.91 | Best Trade (Mar 31) $5.88M | Sharpe Ratio -59.6 |
| Average Loss -$27,908.03 | Worst Trade (Sep 29) -$1.48M | Z-Score 10.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 6d | Expectancy $30,809.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,339 | $3.75M | $6.37M | - | $2.61M | 69.66% | -0.273% |
| ABBV AbbVie Inc. | 4,906 | $800,128.65 | $1.4M | - | $596,952.97 | 74.61% | -0.147% |
| ABT Abbott Laboratories | 4,734 | $632,075.02 | $488,122.74 | - | -$143,952.28 | -22.77% | +0.585% |
| ACHR Archer Aviation Inc. Class A Common Stock | 32,061 | $192,620.56 | $121,831.8 | - | -$70,788.76 | -36.75% | 0.0 |
| ADP Automatic Data Processing Inc. | 2,746 | $680,970.39 | $840,028.86 | - | $159,058.47 | 23.36% | -0.659% |
| AEIS Advanced Energy Industries Inc. | 919 | $192,411.03 | $200,893.4 | - | $8,482.37 | 4.41% | +0.905% |
| AI C3.ai, Inc. Class A Common Stock | 12,546 | $106,884.19 | $151,304.76 | - | $44,420.57 | 41.56% | +0.249% |
| AIA iShares Asia 50 ETF | 12,598 | $962,678.17 | $1.61M | - | $649,865.83 | 67.51% | +1.162% |
| AIQ Global X Artificial Intelligence & Technology ETF | 6,079 | $303,643.5 | $379,815.92 | - | $76,172.42 | 25.09% | +0.661% |
| AMGN Amgen Inc. Common Stock | 3,235 | $929,143.82 | $1.43M | - | $502,279.01 | 54.06% | -1.073% |
| AMZN Amazon.com Inc | 3,320 | $539,007 | $829,900.4 | - | $290,893.4 | 53.97% | -0.164% |
| ANET Arista Networks Inc. | 1,452 | $178,276.56 | $252,735.12 | - | $74,458.56 | 41.77% | +1.748% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 4,704 | $407,581.65 | $454,053.6 | - | $46,471.95 | 11.4% | -0.222% |
| AON Aon plc Class A | 2,480 | $820,777.75 | $752,084.8 | - | -$68,692.95 | -8.37% | -1.154% |
| APAM Artisan Partners Asset Management Inc. Class A Common Stock | 109,104 | $3.98M | $3.69M | - | -$291,042.72 | -7.31% | -1.701% |
| ASA ASA Gold and Precious Metals Limited | 329,331 | $6.16M | $16.19M | - | $10.02M | 162.61% | +0.327% |
| ATKR Atkore Inc. | 23,955 | $1.72M | $2.27M | - | $555,831.12 | 32.34% | +0.042% |
| AVGO Broadcom Inc. | 930 | $257,031.7 | $302,784.75 | - | $45,753.05 | 17.8% | +0.722% |
| AVK Advent Convertible and Income Fund | 34,785 | $642,066.28 | $379,330.42 | - | -$262,735.86 | -40.92% | -1.223% |
| AVY Avery Dennison Corporation | 4,709 | $839,776.04 | $860,899.38 | - | $21,123.34 | 2.52% | -0.996% |
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FAQ
Which stocks have generated the highest profits for Kimberly Van Winkle?
The largest contributions to the portfolio's profits come from the following stocks: ASA Gold and Precious Metals Limited - $7.44M, State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $6.68M, Iron Mountain Inc - $2.86M, iShares Gold Trust - $2.69M, and SPDR Gold Shares - $1.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Defiance Daily Target 2x Long MSTR ETF - $1.48M, Huntsman Corporation - $1.13M, LyondellBasell Industries N.V - $949,412.06, Cleveland-Cliffs Inc - $695,713.45, and The Trade Desk, Inc. Class A Common Stock - $565,929.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly Van Winkle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.83M earned over time. The largest contributors to dividend income include State Street SPDR Bloomberg 1-3 Month T-Bill ETF - $6.68M, First Trust Preferred Securities and Income ETF - $1.64M, State Street Blackstone Senior Loan ETF - $1.59M, VanEck IG Floating Rate ETF - $1.35M, and iShares 0-3 Month Treasury Bond ETF - $1.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly Van Winkle's monthly returns?
Kimberly Van Winkle's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly Van Winkle's strategy be considered aggressive or moderate?
Kimberly Van Winkle's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberly Van Winkle's strategy?
Kimberly Van Winkle's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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